Ensemble d'outils de gestion budgétaire pour projets à grande échelle

En plus des fonctionnalités disponibles pour la catégorie de taille moyenne, les fonctionnalités pour les grands projets permettent aux utilisateurs d’automatiser le processus d’appel d’offres et de facturation des avancements, et de laisser les sous-traitants saisir les données.

Planyard construction accounting software dashboard

Processus d’appel d’offres organisé

Créez et envoyez facilement des demandes d’offres aux sous-traitants et fournisseurs. Les offres sont soumises en remplissant un simple tableau, et elles sont immédiatement prêtes pour l’évaluation dans la vue de comparaison des offres de Planyard.

Identifiez les risques budgétaires plusieurs mois à l’avance et ayez une vue d’ensemble claire des coûts finaux du projet et des prévisions de rentabilité. Ayez un seul endroit pour que toutes les parties prenantes gèrent les demandes d’offres.

Facturation automatisée des avancements des sous-traitants

La facturation des avancements de Planyard facilite la collecte et l’approbation des demandes mensuelles de paiement des sous-traitants.

Les factures d’avancement soumises et les ordres de modification sont liés aux coûts contractés et aux factures d’avancement précédentes, ce qui signifie qu’il n’y a aucun risque d’erreurs de saisie de données par les sous-traitants et, en fin de compte, aucun risque de surfacturation.

Lors de l’utilisation des outils de facturation des avancements, seuls les sous-traitants saisissent les données.

Customers testimonials

Découvrez comment Planyard aide des entreprises comme la vôtre à réussir - lisez leurs histoires dans notre blog.

"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."

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Sharon Brown, Financial Controller
Sharon Brown Financial Controller  ·  Empower Renewables  ·  Dublin, Ireland

"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."

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Claire Hill, Quantity Surveyor
Claire Hill Quantity Surveyor  ·  Brown & Bancroft Interiors  ·  Bolton, United Kingdom

"If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you."

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Jordan Cohen, Project Director & Partner
Jordan Cohen Project Director & Partner  ·  TITN Development  ·  Florida, United States

"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."

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Jason Escobar, Project Manager
Jason Escobar Project Manager  ·  The Keane Group  ·  Queensland, Australia

"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."

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Lee Covington, Owner
Lee Covington Owner  ·  E&N Group Ltd  ·  London, United Kingdom

"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."

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Graham Eastwood, Office Manager
Graham Eastwood Office Manager  ·  Karringtons Ltd  ·  Kent, United Kingdom

"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."

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Grant Collins, Quantity Surveyor
Grant Collins Quantity Surveyor  ·  Skyler Contracting  ·  Kent, United Kingdom

"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."

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Ian Holford, Managing Director
Ian Holford Managing Director  ·  Higgihaus Developments  ·  Bristol, United Kingdom

"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."

Paul Howarth, Experienced FD/Consultant
Paul Howarth Experienced FD/Consultant  ·  Live Management Accounts

"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."

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Paul Treweek, Quantity Surveyor & Estimator
Paul Treweek Quantity Surveyor & Estimator  ·  DPTQS Ltd  ·  Cornwall, United Kingdom

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